The semiconductor sector strengthens, institutions identify these opportunities

Zhitong
2025.08.28 03:59

The semiconductor sector is strengthening, with Shanghai Sinyang, SMIC, Zhenlei Technology, and Yitang Co., Ltd. rising over 10%. Guosen Securities pointed out that the current moment still favors the "valuation expansion" trend of semiconductors under the resonance of the "macroeconomic policy cycle, industry inventory cycle, and AI innovation cycle." Tianfeng Securities noted that in 2025, global semiconductor growth will continue to show an optimistic growth trend, with downstream growth driven by AI. At the same time, policies regarding supply chain disruptions and reconstruction risks are continuously escalating. The performance forecasts of companies in various segments for the second quarter are impressive, and looking ahead to the semiconductor peak season in the third quarter, it is recommended to pay attention to the performance elasticity of the design sector, including storage/ foundry/ SoC/ ASIC/ CIS

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